Managing Your Team

The Team page allows workspace administrators to manage team members, invite colleagues, configure access permissions, and control certain workspace-level settings.

From this page, admins can:

• View and manage all members in the workspace

• Invite new teammates

• Assign delegated access between users

• Configure workspace-level settings such as domains and branding

Your Team’s Workmate

At the top of the page, you’ll see Your Team’s Workmate, which displays your shared assistant and its email address.

This is the assistant that coordinates scheduling across your workspace.

Admins can click Customize to:

• Change the assistant’s name

• Update the email domain used by the assistant

Customizing this allows organizations to align the assistant with their internal naming or branding conventions.

Members

The Members section lists everyone currently in your workspace.

For each member, you can see:

• Name and email

• Account status (e.g., Active since date)

• Role (Admin or Member)

• Delegated Access settings

Admins can manage members directly from this table using the menu next to each user.

Roles determine the level of control each person has:

Admins

• Manage workspace settings

• Invite or remove members

• Configure delegation rules

• Manage billing

Members

• Use Workmate normally

• Configure their personal assistant settings

• Schedule meetings

Invitations

The Invitations tab shows users who have been invited but have not yet joined the workspace

For each invitation you can see:

• The email address invited

• The date the invitation was sent

• The assigned role

• The current status (Pending)

Admins can resend or manage invitations from this section if needed.

Inviting Colleagues

The Invite Colleagues panel allows admins to quickly invite teammates who exist within the organization’s domain.

Once invited, new users will receive an email prompting them to join the workspace.

After joining, they can:

• Connect their calendar and apps

• Configure their scheduling preferences

• Start using the shared Workmate assistant

Delegated Access

Delegated Access allows one user to manage another person’s scheduling activity.

This is commonly used when:

• An Executive Assistant manages an executive’s calendar

• A team member helps coordinate meetings for a manager

• Scheduling responsibilities are shared within a team

When delegated access is granted, the delegated user can:

• Monitor scheduling tasks

• Adjust scheduling preferences

• Respond to scheduling requests

• Coordinate meetings on behalf of the other user

Delegated access is configured directly from the Members table by selecting the user and assigning who should manage their scheduling.

This feature helps teams coordinate scheduling responsibilities without needing to share email or calendar credentials.

Instant Scheduling with Colleagues

Admins can enable Instant Scheduling with Colleagues, which allows Workmate to automatically schedule meetings with coworkers whose availability is accessible.

When enabled, Workmate can:

• Compare calendars automatically

• Choose a suitable time

• Schedule the meeting without requiring back-and-forth emails

This feature is especially useful for internal meetings where calendars are already visible to one another.

Admin Settings

Admins can configure additional workspace settings in the Admin Settings section. These include:

Verified Domains

Allows admins to verify company email domains to ensure that only users from those domains can automatically join the workspace.

Disable Workmate Branding

Admins can remove Workmate branding from email signatures and calendar invites. This allows organizations to present scheduling messages as part of their own internal workflow.

Default Delegated Access

Admins can configure default delegation rules so that scheduling responsibilities are automatically assigned to specific team members when new users join the workspace.

Leaving a Workspace

Users can leave the workspace at any time using the Leave team option at the bottom of the page.

If a user leaves the workspace, they will lose access to shared scheduling features and team-level configurations.